See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,508 | $171,865-74.1% | $149,718-70.3% | $147,584-69.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.18% | 2113.22%-2099.0pp | 1501.63%-1487.4pp | 578.55%-564.4pp |
| Employer contribution / active EE | $1,267 | $6,275-79.8% | $5,445-76.7% | $4,876-74.0% |
| Participant deferral / active EE | $3,212 | $7,271-55.8% | $6,569-51.1% | $5,439-40.9% |
| Admin fee / account holder | $36,478 | $13,799+164.3% | $11,283+223.3% | $10,885+235.1% |